See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,100 | $183,963+33.2% | $162,163+51.1% | $152,861+60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.07% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $6,101 | $6,371-4.2% | $5,614+8.7% | $4,762+28.1% |
| Participant deferral / active EE | $9,999 | $8,034+24.5% | $7,298+37.0% | $5,850+70.9% |
| Admin fee / account holder | $277 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |